QuickBooks Setup & Training
Get QuickBooks configured correctly from the start. We set up your accounts, connect your bank, and train you to use it confidently.
What This Is
Creating a QuickBooks account takes about five minutes. Setting it up so it actually works for your business takes longer and requires knowing which decisions matter. The default chart of accounts isn’t designed for your industry. The sales tax settings aren’t configured for Massachusetts. The categories that come pre-loaded will make your tax preparer’s job harder, not easier.
This service handles the technical configuration and then makes sure you can actually use the system. You don’t just get a properly set up file. You get training on how to record transactions, run reports, and handle the situations that come up day to day. QuickBooks Online or Desktop, whichever fits your business.
The Configuration
The Configuration
Build a chart of accounts that matches your business and works for tax preparation. Connect your bank accounts and credit cards. Set up sales tax if you collect it. Configure vendor and customer records. Establish user permissions if you have employees who need access. Get everything connected and working correctly before you record a single transaction.
The Training
The Training
How to enter income and expenses. How to reconcile your bank account each month. How to generate the reports that tell you what’s happening in your business. How to handle common situations like refunds, reimbursements, and owner draws. Enough hands-on practice that you feel confident doing the work yourself.
Why This Matters
A wrong decision during setup doesn’t hurt immediately. It hurts six months later when you have 400 transactions categorized incorrectly. It hurts at tax time when your accountant tells you the books need cleanup before they can prepare your return. It hurts when you’re looking at a profit and loss report and the numbers don’t match reality because everything was set up wrong from the start.
The other problem is confidence. You’re paying for software every month and you’re not sure you’re using it right. Every time you record something, there’s a small voice wondering if you’re doing it correctly. You avoid looking at reports because you don’t trust them. The tool that’s supposed to give you clarity about your finances just adds to the uncertainty.
Setup Mistakes Compound
Setup Mistakes Compound
One wrong category is easy to fix. Three hundred transactions in the wrong category takes hours. The chart of accounts that seemed fine when you started makes no sense when you’re trying to see how much you spent on subcontractors versus materials. Small setup decisions become big problems as transaction volume grows.
The Hidden Cost
The Hidden Cost
You hire a bookkeeper or accountant and the first thing they say is that the books need cleanup. That cleanup work costs money. Sometimes it costs more than professional setup would have in the first place. Getting it right from the start is cheaper than fixing it later.
What Changes
Your books start clean and stay clean. Transactions go into the right categories from day one. Your chart of accounts makes sense for your business and your industry. When you run a profit and loss report, the numbers mean something. When tax time comes, your accountant can work with what you give them instead of rebuilding it first.
You also know what you’re doing. Recording a payment or sending an invoice isn’t a guessing game. You understand how the pieces fit together. And when something unusual comes up that wasn’t covered in training, you have someone to call who already knows your setup and can give you a straight answer.
Confidence From Day One
Confidence From Day One
No more wondering if you did it right. You know where things go and why. The monthly reconciliation takes twenty minutes instead of two anxious hours. You look at your reports because they’re useful, not because you’re dreading what mistakes you might find.
Support When You Need It
Support When You Need It
Questions come up after setup. A new situation you haven’t encountered before. A transaction that doesn’t fit the normal categories. You have someone who knows your specific file and can answer quickly without asking you to explain your whole business from scratch.
The Merrimack Valley's Trusted Accounting Partner
The Next Step:
A 15-Minute Call
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a straightforward quote.